MBCZX Mutual Fund

MBCZX Mutual Fund

NAV$19.67
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Returns Overview

1 Month
-5.02%
3 Months
+11.29%
6 Months
-1.46%
YTD
-0.99%
1 Year
-25.35%
3 Years (annualized)
+10.02%
5 Years (annualized)
+8.11%
10 Years (annualized)
+15.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+8.97%
vs Peers
-9.96%

MBCZX Mutual Fund Performance

MBCZX performance across multiple time periods: 1-month -5.02%, YTD -0.99%, 1-year -25.35%, 3-year 10.02%, 5-year 8.11%, 10-year 15.93%.

MBCZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

MBCZX performance comparison shows side-by-side returns with another fund. MBCZX alternatives are available in the Mutual Fund Screener.